Senior Paraplanner - Remote, Impactful Financial Planning

IDEX Consulting Ltd.; United Kingdom; A distancia; GBP 42.000 - 60.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Remote working

Descripción de la vacante

IDEX Consulting Ltd. is partnering with an established UK wealth management business that's investing in its people and paraplanning function.

We're looking for an experienced Senior Paraplanner who wants more than simply the next role and takes pride in technical expertise. You'll support Financial Advisers with complex advice, produce high-quality suitability reports, undertake detailed research across pensions and investments, and help develop client strategies while ensuring accuracy and

Formación

• Significant experience within a paraplanning role.
• Level 4 Diploma in Financial Planning or equivalent.
• Strong technical knowledge across pensions and investments.
• Excellent analytical skills and attention to detail.

Responsabilidades

• Producing high-quality suitability reports and complex financial planning recommendations.
• Undertaking detailed technical research across pensions, investments and retirement planning.
• Working closely with Financial Advisers to develop client strategies.
• Providing technical guidance and support to colleagues.
• Maintaining accuracy, compliance and client service standards.
• Contributing ideas to improve paraplanning efficiency.

Conocimientos

Analytical skills

Attention to detail

Collaborative working

Educación

Level 4 Diploma in Financial Planning or equivalent, with full or part Chartered status

Descripción del empleo

IDEX Consulting Ltd. is partnering with an established UK wealth management business that's investing in its people and paraplanning function.

We're looking for an experienced Senior Paraplanner who wants more than simply the next role and takes pride in technical expertise. You'll support Financial Advisers with complex advice, produce high-quality suitability reports, undertake detailed research across pensions and investments, and help develop client strategies while ensuring accuracy and